Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R5) | -15.42% | -6.12% | 1.15% | -5.75% | 0.85% | 5.32% | NA | 4.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R5) | 10/05/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/05/2005.
AR inception is since 10/05/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.93 | -6.12 | 1.15 | -5.75 | 0.85 | 5.32 | NA | 4.64 | -15.42 | 20.20 | 20.19 | -33.88 | -33.04 | 33.86 | 29.37 | -2.23 | 24.43 | -1.92 | 3.15 | 0.52 | 43.21 | 21.97 | 1.80 | 10.64 | 46.15 | -50.76 | 11.89 | 18.67 | 8.65 |
| Sharpe Ratio | NA | -0.47 | -0.12 | -0.26 | -0.03 | NA | NA | 0.13 | -1.17 | 0.72 | 0.83 | -0.94 | -0.73 | 1.00 | 1.87 | -0.18 | 2.61 | -0.11 | 0.20 | 0.03 | 3.30 | 1.34 | 0.06 | 0.59 | 1.69 | -1.25 | 0.53 | 1.16 | 3.22 |
| Standard Deviation(%) | NA | 26.65 | 26.49 | 31.63 | 26.48 | NA | NA | 24.64 | 37.92 | 18.95 | 19.26 | 37.69 | 45.24 | 33.51 | 14.93 | 19.57 | 9.17 | 18.92 | 15.98 | 15.63 | 13.09 | 16.46 | 28.86 | 17.90 | 27.27 | 41.11 | 16.92 | 13.31 | 12.14 |
| Draw Down(%) | NA | 30.15 | 30.15 | 63.88 | 63.88 | NA | NA | 63.88 | 29.79 | 9.13 | 16.89 | 39.71 | 43.88 | 28.48 | 10.34 | 24.53 | 3.79 | 22.51 | 13.26 | 12.87 | 4.25 | 14.15 | 24.00 | 16.85 | 20.71 | 60.01 | 11.81 | 11.88 | 4.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.19 | 1.58 | 1.30 | 1.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R5) |
-20.79%
Oct 2020 - Oct 2023 |
-6.75%
Sep 2018 - Sep 2023 |
0.43%
Oct 2013 - Oct 2023 |
1.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R5) |
27.45%
Feb 2009 - Feb 2012 |
26.69%
Feb 2009 - Feb 2014 |
16.58%
Aug 2010 - Aug 2020 |
9.89%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart